Wells Fargo Advisors
46yrs
Top advisor by experience in Warren
28yrs
John Cusate has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Warren, New Jersey. John has been with UBS Financial Services since 2013; before that, John spent four years at Morgan Stanley and seven years at Citigroup Global Markets. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 191 advisors with offices in Warren, and one of 166 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 21% by experience nationwide
Office184 Liberty Corner Road Suite 101, Warren, NJ 07059
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowUBS Financial Services Inc.Current firm
- 2009 – 2013Morgan StanleyPreviously
- 2002 – 2009Citigroup Global Markets Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call UBS Financial Services at 201-352-3000 and ask for John Cusate. John works from the Warren, NJ office.
How long has John been a financial advisor?
John has been in the industry since 1999, about 28 years. Top 21% by experience nationwide.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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